Michael D. Shanahan, Cfp®, Aif®

Michael D. Shanahan, Cfp®, Aif® Email and Phone Number

Managing Partner/ Wealth Advisor @ High Bluff Private Wealth
Michael D. Shanahan, Cfp®, Aif®'s Location
San Diego, California, United States, United States
Michael D. Shanahan, Cfp®, Aif®'s Contact Details
About Michael D. Shanahan, Cfp®, Aif®

Overland & Shanahan is a comprehensive financial planning firm. We specialize in investment management, insurance planning, college education planning and tax minimization strategies. We also work with small business owners in designing employee benefit plans including qualified retirement plans and executive benefit packages.Specialties: Retirement planning, estate planning, investment management, insurance planning & college education expense planning.

Michael D. Shanahan, Cfp®, Aif®'s Current Company Details
High Bluff Private Wealth

High Bluff Private Wealth

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Managing Partner/ Wealth Advisor
Michael D. Shanahan, Cfp®, Aif® Work Experience Details
  • High Bluff Private Wealth
    Managing Partner
    High Bluff Private Wealth May 2003 - Present
    CERTIFIED FINANCIAL PLANNER™. Specializing in comprehensive financial planning for small businesses and individuals. Our specialties include investment management, insurance planning and tax management strategies.Michael Shanahan is a registered representative. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Financial Planning offered through High Bluff Private Wealth, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we areregistered to do business, please visit www.overlandshanahan.com.
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Frequently Asked Questions about Michael D. Shanahan, Cfp®, Aif®

What company does Michael D. Shanahan, Cfp®, Aif® work for?

Michael D. Shanahan, Cfp®, Aif® works for High Bluff Private Wealth

What is Michael D. Shanahan, Cfp®, Aif®'s role at the current company?

Michael D. Shanahan, Cfp®, Aif®'s current role is Managing Partner/ Wealth Advisor.

What is Michael D. Shanahan, Cfp®, Aif®'s email address?

Michael D. Shanahan, Cfp®, Aif®'s email address is mi****@****aol.com

What is Michael D. Shanahan, Cfp®, Aif®'s direct phone number?

Michael D. Shanahan, Cfp®, Aif®'s direct phone number is +185873*****

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